Wealth Management Advisor

Job overview

The Wealth Management Advisor role is onsite in Minneapolis, MN. Compensation is described as a competitive base salary plus performance-based compensation opportunities; numeric compensation is not specified. The role supports RisePoint Wealth Partners, a Northwestern Mutual firm, with coaching and mentorship from experienced advisors. The advisor helps individuals, families, and business owners make informed decisions about their financial futures. The role builds client relationships, learns clients’ goals and concerns, develops tailored financial strategies, and provides ongoing guidance while developing new relationships through referrals, networking, and community involvement.

What you'll do

• Build long-term relationships with clients and prospective clients
• understand their goals, priorities, and financial concerns
• develop comprehensive financial strategies tailored to client needs
• provide proactive communication and ongoing guidance
• develop relationships through referrals, networking, and community involvement
• collaborate with advisors, specialists, and team members
• participate in ongoing coaching and professional development.

What we're looking for

Skills & competencies

wealth management advisor

minneapolis mn

northwestern mutual

risepoint wealth partners

onsite

financial planning

wealth management

client relationships

financial strategies

referrals and networking

coaching and mentorship

performance-based compensation

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical, dental, and vision insurance
• 401(k) with company support
• paid time off and holidays
• licensing, training, and professional development support
• coaching and mentorship
• career advancement opportunities.

Why this role

Offers a competitive base salary plus performance-based compensation opportunities, along with coaching, mentorship, licensing support, and professional development.

About the employer

Northwestern Mutual-Twin Cities is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.